Description: 1999 Valuation Actuary Symposium, Los Angeles. This session focused on how the industry has responded to the financial management challenges associated with Equity-Indexed products. Topics included: 1. Investment hedging and market volatility. 2. Product modeling. 3. Participation rate competition. 4. Product evolution. 5. GAAP for Derivatives - FAS 133.

Description: 1998 SOA Spring Meeting, Maui. Panelists address the various issues surrounding the conversion of a mutual insurance company to a mutual insurance holding company structure. Actual experiences were discussed presenting the perceptions of company management, their advisers, and the regulators.

Description: This Open Forum was Session 7A at the 1987 Valuation Actuary Symposium. In discussing taxes, it was noted that given that the valuation actuary concept has not been finalized, and that current tax reserves are formula driven, the ultimate tax implications are not known. The reinsurance discussion notes that “the most important reinsurance issue for the Valuation Actuary is the future collectability of reinsurance cash flows.” Discussion of asset/liability matching techniques from other industries included continuing care retirement facilities and the banking industry.

Description: This session from the 1993 Valuation Actuary Symposium focuses on general modeling issues associated with the completion of the opinion and memorandum required by revisions to the Standard Valuation Law. It concentrates on liability modeling.

Description: Presented at April 1986 Spring Meeting. Defines programs related to providing long-term care for the aging population through Life Care Societies 'LCS', nursing care products, Continuing Care Retirement Communities, etc. and actuarial considerations related to LCS in establishing funding requirements and evaluating liabilities.